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Claude AI Replaces ChatGPT and Copilot in Finance to Automate Workflows without Planning Tools

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper explore how AI tools like Claude, Copilot, and Excel agents are transforming financial workflows in 2026. As the finance industry continues to evolve, AI is playing an increasingly crucial role in automating routine tasks, improving accuracy, and boosting efficiency.

Paul and Glenn discuss their firsthand experiences with AI-driven tools, from tracking expenses and managing journal entries to building financial models. They also dive into the ways small and medium businesses are utilizing AI-powered Excel agents to streamline…

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